+1,148.2%
ARES vs ENB
+99.3%
+1,049.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | +8.1% | -2.4% | +10.5% | +9.5% |
| 30D | +18.9% | +2.5% | +16.4% | +17.3% |
| 3M | +2.3% | -5.8% | +8.1% | +5.3% |
| 6M | +12.7% | -8.5% | +21.2% | +17.2% |
| YTD | -10.8% | +3.9% | -14.6% | -14.0% |
| 1Y | -5.3% | +3.7% | -9.0% | -8.8% |
| 3Y | +42.0% | +70.1% | -28.0% | +2.7% |
| 5Y | +88.3% | +53.2% | +35.1% | +45.6% |
| 10Y | +1,148.2% | +100.2% | +1,048.0% | +666.1% |
| All | +1,148.2% | +99.3% | +1,049.0% | +666.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling